Paraplanner to Advisor Opportunity

3 days ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
Job Description:

Job Title: Paraplanner to Advisor Opportunity

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Hitchin/Stevenage

Job Description:

We are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Advisors in providing exceptional financial planning services to our clients.

Key Responsibilities:

  • Reporting on portfolio performance and analyzing market offerings, services, and products
  • Administering and actioning advice given by the Advisor, covering pensions, investments, tax planning, IHT, mortgages, and protections
  • Writing financial plans, annual reviews, and suitability letters
  • Developing and updating templates, client-facing materials, and IO with client data, emails, docs, and tasks
  • Liaising with clients regarding technical replies, end-of-tax-year queries, and factual information
  • Transacting with Nucleus and Fidelity, and understanding all platforms and how they work

Requirements:

  • Diploma-qualified Paraplanner with at least 3 years of IFA experience
  • Excellent communication and technical skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional development and further learning
  • Supportive and collaborative team environment

How to Apply:

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your CV and contact details for consideration.



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